PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2021
Top Holdings412 positions
SELECT SECTOR SPDR TR | 2.2M | $284M | 4.9% | $116.17 | +1.02% | 7 qtrssince 2020-Q1 | Increased 91 |
INVESCO EXCH TRADED FD TR II | 3.2M | $217.2M | 3.8% | $58.56 | +2.83% | 2 qtrssince 2021-Q2 | Increased 91 |
ISHARES TR | 2.2M | $147.8M | 2.6% | $59.43 | +6.03% | 4 qtrssince 2020-Q4 | Increased 60 |
RISKIFIED LTD | 6.6M | $142.3M | 2.5% | $23.50 | 0.00% | 1 qtr | New 78 |
TEVA PHARMACEUTICAL-SP ADR | 14.2M | $138.1M | 2.4% | $9.20 | +5.84% | 9 qtrssince 2019-Q3 | Increased 63 |
SUNRUN INC | 2.8M | $125M | 2.2% | $55.80 | -21.14% | 8 qtrssince 2019-Q4 | Increased 54 |
GLOBAL X FDS | 4M | $121.4M | 2.1% | $27.54 | +7.54% | 4 qtrssince 2020-Q4 | Increased 68 |
SPDR SERIES TRUST | 1.7M | $114.8M | 2.0% | $56.54 | +4.47% | 6 qtrssince 2020-Q2 | Increased 62 |
GLOBAL X FDS | 3.3M | $112.6M | 2.0% | $30.86 | -1.37% | 3 qtrssince 2021-Q1 | Increased 76 |
AMAZON COM INC | 33,626 | $110.5M | 1.9% | $163.54 | +0.44% | 4 qtrssince 2020-Q4 | Increased 62 |
JPMORGAN CHASE & CO | 668,998 | $109.5M | 1.9% | $118.34 | +21.45% | 9 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 376,068 | $106M | 1.8% | $180.09 | +50.24% | 9 qtrssince 2019-Q3 | Decreased 0 |
ZIM INTEGRATED SHIPPING SERV | 2M | $102.6M | 1.8% | $11.02 | +22.64% | 3 qtrssince 2021-Q1 | Increased 76 |
SALESFORCE INC | 345,484 | $93.7M | 1.6% | $232.91 | +14.27% | 7 qtrssince 2020-Q1 | Increased 60 |
SONY GROUP CORP | 792,807 | $87.7M | 1.5% | $16.05 | +34.70% | 9 qtrssince 2019-Q3 | Increased 48 |
WALMART INC | 607,337 | $84.7M | 1.5% | $43.66 | -0.03% | 7 qtrssince 2020-Q1 | Increased 73 |
ASTRAZENECA PLC | 1.4M | $84.1M | 1.5% | $99.66 | +9.36% | 4 qtrssince 2020-Q4 | Increased 66 |
SELECT SECTOR SPDR TR | 1.7M | $75.3M | 1.3% | $37.30 | +0.54% | 2 qtrssince 2021-Q2 | Increased 66 |
WELLS FARGO & CO | 1.6M | $72.7M | 1.3% | $40.00 | +2.72% | 2 qtrssince 2021-Q2 | Increased 50 |
SPDR SERIES TRUST | 567,650 | $71.4M | 1.2% | $124.92 | 0.00% | 1 qtr | New 68 |
Phoenix Financial Ltd. manages $5.8B across 412 positions as of Q3 2021. Top holdings: XLV (4.9%), KBWB (3.8%), ITB (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 168 new positions, 50 exits, 107 increased. Top move: XLV (INCREASED, conviction 91). Portfolio: $5.8B across 412 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR